New To CLIPitc?
The information in this article will help you understand how CLIPitc works and how to set it up properly. It will also help you understand how to use the program daily.
To begin, do you use QuickBooks (either QuickBooks Online or an office-based version of QuickBooks)?
If "No," the billing inside CLIPitc will allow you to create invoices and statements.
**A word about billing from CLIPitc without QuickBooks. CLIPitc billing has invoice numbers but it does not allow you to apply a payment to a specific invoice; it is applied to the oldest balance for that customer. If you need to apply a payment to offset a specific invoice number, then you will want to obtain and bill out of QuickBooks. **
To begin building your client base, you can add customers manually and individually, or import from an Excel spreadsheet.
If you answered "Yes" to the previous question about having QuickBooks, you can import customers from QuickBooks.
For importing customers and syncing CLIPitc with QuickBooks Desktop, check out the Help Center article Sync With QuickBooks Desktop.
For importing customers and syncing CLIPitc with QuickBooks Online, check out the Help Center article Sync With QuickBooks Online.
Before we start adding additional customers, you will want to first understand the importance of Pattern Customers. Pattern Customers are basically a template customer that you will choose from when adding new customers. For adding customers in CLIPitc, check out the Help Center article Adding Customers In CLIPitc.
Does the customer have multiple properties or multiple locations? You can learn how to add properties to a customer by checking out the Help Center article Adding Properties In CLIPitc.
We will now start the next section talking about jobs. We will have you create pattern jobs to make it easier to set up the services you provide to your customers. After you create at least one property above from the customer, you can now begin adding pattern jobs and then adding jobs. Check out the Help Center article titled Setup Pattern Jobs In CLIPitc.
Once you begin to understand setting up pattern jobs, you will want to add regular jobs and installment jobs. Check out the Help Center article titled Adding Jobs and Installment Jobs In CLIPitc.
Once you've added Pattern Jobs, Jobs, and Installments, you will want to then understand how to Schedule Jobs in CLIPitc. One of the most powerful tools of CLIPitc is its ability to schedule and keep track of the services you provide to your customers. Check out the Help Center article titled Scheduling Jobs In CLIPitc.
Once understanding how scheduling jobs work in CLIPitc, you will want to add employees and crews in CLIPitc. Adding employees is important for recording work, using the mobile app, reporting purposes, and daily routines! Check out the Help Center articles titled Adding Employees In CLIPitc and Setting Up Crews In CLIPitc.
Once you understand how employees and crews are entered, we can begin to work on the Daily Routines (or simply using the Daily tab to Get Work and Record Work). This will allow jobs to become complete so you can start billing customers!
After recording work and finalizing the jobs in CLIPitc, you will be billing customers!
As a company, reports are important for understanding many metrics including sales, job costing, and customer analysis.